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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (6328)	1/18/1999 11:18:00 AM
From: Biomaven	Respond to of 9719

Rick, Yeah, Franklin must do substantial window dressing. I don't know what the other 2/3 of the portfolio looks like of course, and he may well have gotten creamed on some of his shorts, which aren't disclosed. I wish Funds were required to report their gains and losses on each individual equity, including closed-out ones. That way we could all see their real turkeys. Remember Fidelity Select Biotechnology is 10 times the size of Franklin, which is a tiny fund. Interesting that Fidelity's biggest holding by far is GNE - this will have to get re-deployed if Roche exercises their option later this year. Peter